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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,169,811 | $115,903+909.3% | $100,528+1063.7% | $158,966+635.9% |
| Participation rate | 66.7% | 81.6%-14.9pp | 79.4%-12.8pp | 82.0%-15.3pp |
| Annual return | 22.98% | 34.80%-11.8pp | 30.90%-7.9pp | 302.95%-280.0pp |
| Employer contribution / active EE | $4,730 | $4,105+15.2% | $3,419+38.4% | $4,762-0.7% |
| Participant deferral / active EE | $17,333 | $6,677+159.6% | $6,271+176.4% | $5,983+189.7% |
| Admin fee / account holder | $0 | $11,000-100.0% | $8,084-100.0% | $11,250-100.0% |